With the help of Simplus, United Aqua Group is able
to generate better account information, increase visibility,
and have more control over the conversion process.

At a Glance

United Aqua Group was struggling to find a lead conversion process for member services. Due to this, United Aqua Group was unable to generate better account information, which impacted sales and potential inquiries.

Services Provided

Implementation Services

United Aqua Group was experiencing these challenges prior to Salesforce product implementation:

Lead Conversion: UAG was in need of a qualifying lead approval workflow for conversion of prospective vendors or members.

Marketing Process: UAG was also looking for a better process in which to market to and onboard vendors and members.

Tracking of Member and Vendor Issues: UAG lacked a process to track the progress of user problems with service or website.

The Solution

Sales Cloud for Lead Conversion: We set up a process for lead conversion and approval workflow for conversion into account records. This created a representation for approved members that are now a part of UAG member services. Additionally, Simplus built out a territory map that resides within Sales Cloud to monitor territories and avoid oversaturating areas.

Pardot for Marketing Processes: We created customizable email templates for UAG marketing emails, helped with marketing campaign setup, and trained users on best practices for marketing procedures.

Issue Ticketing Solution: We implemented an email-to-case system so UAG can identify issues from vendors and members. If a member or vendor calls to address issues, UAG can log, track, and report on the turnaround time and trends with recurring issues.

About United Aqua Group

United Aqua Group is one of the nation’s largest organizations dedicated to the professional pool building and retail industry. The group is member-owned and is comprised of individually operated business owners that have been selectively qualified and are committed to upholding the highest standards of integrity, quality, and service in the industry.

Services

Company

Salesforce World Tour | Chicago, IL

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